AssuredPartners Investment Advisors’s Palantir PLTR Stock Holding History

AssuredPartners Investment Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.53M	Buy	10,374 +439	+4%	+$67.1K	0.17%	141
2025 Q4	$1.77M	Buy	9,935 +377	+4%	+$68.2K	0.26%	94
2025 Q3	$1.74M	Sell	9,558 -169	-2%	-$27.4K	0.39%	49
2025 Q2	$1.33M	Sell	9,727 -2,250	-19%	-$264K	0.32%	59
2025 Q1	$1.01M	Buy	11,977 +134	+1%	+$11.8K	0.2%	127
2024 Q4	$896K	Buy	+11,843	New	+$690K	0.17%	136

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AssuredPartners Investment Advisors's PLTR Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Palantir (PLTR) stake by 4.4% in Q1 2026, buying an estimated $67.1K and bringing the position to 10,374 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #141.

AssuredPartners Investment Advisors first reported a position in PLTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.77M in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

AssuredPartners Investment Advisors held 10,374 shares of Palantir worth $1.53M as of Q1 2026.
AssuredPartners Investment Advisors bought 439 Palantir shares in Q1 2026, an estimated $67.1K.
Palantir made up 0.17% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #141 holding.
AssuredPartners Investment Advisors first reported a position in Palantir in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Palantir position peaked at $1.77M in Q4 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.